Riverbend Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Riverbend Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$218K	Buy	+2,134	New	+$217K	0.11%	164

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Riverbend Wealth Management's IYR Position: Q2 2026 in Review

Riverbend Wealth Management opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 2,134 shares worth $218K. The stake represents 0.11% of the portfolio and ranks #164 among its holdings.

194 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Riverbend Wealth Management held 2,134 shares of iShares US Real Estate ETF worth $218K as of Q2 2026.
iShares US Real Estate ETF was a new Riverbend Wealth Management position in Q2 2026.
iShares US Real Estate ETF made up 0.11% of Riverbend Wealth Management's portfolio in Q2 2026, its #164 holding.
194 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.